TMUS
T-Mobile Us Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 171.03
Buy <=wait / entry
USD 150.67
Trim >=take some off
USD 188.00
Thesis breakThe investment thesis would be invalidated by a binding adverse FCC ruling on ma...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 37% | 100 / 100 | 37.0 |
| Base case | 47% | 62 / 100 | 29.1 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 68 / 100 - BUY | ||
Top risks
- 13% postpaid service revenue growth in recent quarter
- Raised 2026 cash flow outlook and reaffirmed postpaid net account additions guidance of 950 thousand to 1.05 million
- Q2 FY26 EPS beat with actual +2.99 vs estimate +2.6 and revenue 22.79B